Understanding Fideicomiso & Real Estate Ownership in Mexico

Foreigners looking to invest in Mexico’s coastal properties, including Puerto Vallarta and Riviera Nayarit, must navigate the fideicomiso (bank trust) system. This legal structure allows non-Mexican buyers to securely own property in Mexico’s Restricted Zone while complying with national regulations.

This guide explains what a fideicomiso is, how it works, and why it provides a secure option for foreign buyers.

1. What Is a Fideicomiso?

A fideicomiso is a bank trust that grants foreigners full ownership rights over property in Mexico’s Restricted Zone, which includes land within:

(✔) 50 km (31 miles) from the coastline
(✔) 100 km (62 miles) from international borders

Foreign buyers cannot hold direct title to land in these areas but can acquire property legally through a fideicomiso, established with a Mexican bank as the trustee.

(Important Note) Related Guide: Buying Property as a Foreigner in Mexico’s Coastal Areas

2. How Does a Fideicomiso Work?

The fideicomiso allows a foreign buyer (the beneficiary) to hold ownership rights while a Mexican bank (the trustee) holds the legal title on their behalf. However, the buyer retains full control over the property and can:

(✔) Sell or transfer the property to another buyer.
(✔) Rent or lease the property for personal or investment purposes.
(✔) Inherit the property by naming beneficiaries.
(✔) Make modifications or improvements as desired.

The fideicomiso is granted for 50 years and is renewable indefinitely, ensuring long-term security for foreign investors.

(Important Note) Related Guide: How to Verify a Property’s Legal Status Before Purchase

3. How to Set Up a Fideicomiso

Setting up a fideicomiso involves a legal process managed by a Mexican bank and overseen by a notary public. The key steps include:

(✔) Signing a Purchase Agreement – The buyer and seller agree on the terms of the sale.
(✔) Bank Trust Authorization – The buyer applies for a fideicomiso with a Mexican bank, which acts as the trustee.
(✔) Government Approval – The Mexican Foreign Affairs Ministry grants permission for the trust.
(✔) Closing & Registration – A notary public oversees the transaction, finalizing the property’s registration.

(Important Note) Related Guide: Understanding the Notarial & Legal Process in Mexico’s Beach Zones

4. Costs & Fees Associated with a Fideicomiso

Foreign buyers should be aware of the costs associated with setting up and maintaining a fideicomiso, which include:

(✔) Setup Fee – $1,000–$1,500 USD (one-time cost).
(✔) Annual Fee – Approximately $500 USD per year.
(✔) Notary & Legal Fees – Typically 1%–2% of the property’s value.

(Important Note) Related Guide: The Hidden Costs of Buying Real Estate in Puerto Vallarta

5. Benefits of a Fideicomiso for Foreign Buyers

A fideicomiso provides numerous advantages for foreign buyers investing in Mexico, including:

(✔) Full Ownership Rights – The buyer retains the right to sell, lease, or modify the property.
(✔) Inheritance Protection – The buyer can designate beneficiaries to inherit the property without additional legal processes.
(✔) Legal Security – The fideicomiso ensures compliance with Mexican property laws, reducing the risk of disputes.
(✔) Renewable Structure – The trust is valid for 50 years and can be renewed indefinitely.

(Important Note) Related Guide: How to Conduct a Legal Property Verification in Mexico

6. Frequently Asked Questions About Fideicomiso

Q: Can I buy property in Mexico without a fideicomiso?
A: Only Mexican citizens and legal entities can own land in the Restricted Zone without a fideicomiso. Foreign buyers must use a bank trust or purchase through a Mexican corporation.

Q: Is the fideicomiso process complex?
A: While the process involves multiple steps, an experienced real estate agent and legal team can handle the fideicomiso setup smoothly.

Q: Can I transfer my fideicomiso to another buyer?
A: Yes, fideicomisos are fully transferable, allowing buyers to sell the property without complications.

Q: What happens if I don’t renew my fideicomiso?
A: If a fideicomiso expires and is not renewed, the property reverts to the Mexican government. However, renewal is a straightforward process.

(Important Note) Related Guide: Step-by-Step Guide to Closing a Real Estate Transaction in Mexico

Final Thoughts: Securing Your Investment with a Fideicomiso

A fideicomiso offers a secure and legal way for foreigners to invest in Mexico’s coastal real estate market. By working with NuHome Realty Co.®, buyers can navigate the fideicomiso process smoothly and confidently, ensuring a safe and profitable property purchase.

(Contact NuHome Realty Co.) Ready to invest in Puerto Vallarta real estate? Contact NuHome Realty Co.® today to explore the best coastal properties in Mexico!

Posted by Cathy Rios on February 18th, 2025

Posted by Cathy Rios on

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